Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Director · Chief Executive Officer | August 19, 2026 | August 21, 2026 |
| LSC Communications, Inc.LKSD · Entity 144686 | Director | September 20, 2016 | September 20, 2016 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Donnelley Financial Solutions, Inc.
Report date August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 611,315 |
Reported balance
After 2026-08-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 9,787 · Balance 611,315 F1: Includes 507,834 shares held directly, 94,031 restricted stock units, and 9,450 earned performance share units with additional service-based vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 507,834 shares held directly, 94,031 restricted stock units, and 9,450 earned performance share units with additional service-based vesting.
LSC Communications, Inc.
Report date September 20, 2016 · Filed September 20, 2016
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 21, 2026 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 9,787 | $50.00 | $489,350.00 |
DisclosureSEC source: 0001193125-26-361181 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611,315 F1 · balance_after: Includes 507,834 shares held directly, 94,031 restricted stock units, and 9,450 earned performance share units with additional service-based vesting. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 213 | $50.00 | $10,650.00 |
DisclosureSEC source: 0001193125-26-355558 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 621,102 F1 · balance_after: Includes 517,621 shares held directly, 94,031 restricted stock unit, and 9,450 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 4,600 | $52.97 | $243,662.00 |
DisclosureSEC source: 0001464929-26-000004 · ownership.xml · nonDerivative · entry 6 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 621,315 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F6 · balance_after: Includes 517,834 shares held directly, 94,031 restricted stock unit, and 9,450 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 55,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001464929-26-000004 · ownership.xml · nonDerivative · entry 5 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,915 F5 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest three equal annual installments beginning on March 3, 2027. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 5,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001464929-26-000004 · ownership.xml · nonDerivative · entry 4 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 570,681 F4 · price: Represents earned portions of the Company granted PSUs issued in 2024 and 2025 pursuant to a Rule 16b-3 plan for which performance has been determined. For the 2024 PSUs, 10% is subject to performance goals related to 2025 performance, which was determined by the Compensation Committee not to be achieved on March 3, 2026 and resulted in 0 earned stock units related to that performance goal. For the 2025 PSUs, 10% is subject to goals related to 2025 performance, which was determined by the Compensation Committee to be achieved on March 3, 2026 and resulted in 5,252 earned stock units, subject to additional modification based on the Company's relative total shareholder return at the end of 2027. Earned stock units for the 2024 and 2025 PSUs remain subject to service-based vesting until each of the performance periods related to that PSU's goals is complete, at the close of 2026 and 2027 respectively, and final performance and payout is determined. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 42,399 | $51.77 | $2,194,996.23 |
DisclosureSEC source: 0001464929-26-000004 · ownership.xml · nonDerivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 565,429 F3 · kind: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 51,447 | $51.77 | $2,663,411.19 |
DisclosureSEC source: 0001464929-26-000004 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 607,828 F2 · kind: Represents earned portions of Company granted PSUs issued in 2023 pursuant to a Rule 16b-3 plan for which performance has been determined. On March 3, 2026, the Compensation Committee determined the achievement of the performance goals for 2025 and 2023-2025, resulting in 26,553 and 24,894 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2023 and 2024, resulting in 26,477 and 17,783 earned stock units. The total earned stock units of 95,707 were delivered on March 3, 2026. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 11,800 | $51.77 | $610,886.00 |
DisclosureSEC source: 0001464929-26-000004 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 556,381 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 10,000 | $50.36 | $503,587.00 |
DisclosureSEC source: 0001464929-26-000002 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 568,181 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 11, 2025. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $50.01 to $50.85 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 443,953 shares held directly, 75,770 restricted stock unit, and 48,458 earned performance share units with additional service-based vesting. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $19.42 | $0.00 |
DisclosureSEC source: 0000950170-25-109839 · ownership.xml · derivative · entry 5 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,400 Underlying: Common Stock · 20,000 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 19, 2025. F6 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 800 | $56.91 | $45,530.16 |
DisclosureSEC source: 0000950170-25-109839 · ownership.xml · nonDerivative · entry 4 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,181 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 19, 2025. F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $56.80 to $57.13 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F5 · balance_after: Includes 453,953 shares held directly, 75,770 restricted stock unit, and 48,458 earned performance share units with additional service-based vesting. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 6,333 | $56.07 | $355,091.31 |
DisclosureSEC source: 0000950170-25-109839 · ownership.xml · nonDerivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,981 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 19, 2025. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $55.69 to $56.66 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 12,867 | $55.20 | $710,235.24 |
DisclosureSEC source: 0000950170-25-109839 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 585,314 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 19, 2025. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $54.67 to $55.66 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 20,000 | $19.42 | $388,400.00 |
DisclosureSEC source: 0000950170-25-109839 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 598,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 19, 2025. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,700 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · derivative · entry 9 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,700 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. F7 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 13,700 | $55.11 | $754,954.94 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · nonDerivative · entry 6 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,181 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $55.00 to $55.32 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F5 · balance_after: Includes 453,953 shares held directly, 75,770 restricted stock unit, and 48,458 earned performance share units with additional service-based vesting. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 13,700 | $17.65 | $241,805.00 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · nonDerivative · entry 5 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 591,881 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,200 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · derivative · entry 8 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,700 Underlying: Common Stock · 14,200 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. F7 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,800 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · derivative · entry 7 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 20,800 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. F6 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2017. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 24,599 | $55.02 | $1,353,552.60 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · nonDerivative · entry 4 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,181 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $54.87 to $55.26 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 10,401 | $54.49 | $566,783.77 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · nonDerivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 602,780 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $53.87 to $54.86 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 14,200 | $17.65 | $250,630.00 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 613,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 20,800 | $22.35 | $464,880.00 |
DisclosureSEC source: 0000950170-25-074370 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 598,981 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2024. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 22:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 4,599 | $46.10 | $212,013.90 |
DisclosureSEC source: 0000950170-25-033895 · ownership.xml · nonDerivative · entry 6 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 578,181 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F6 · balance_after: Includes 453,953 shares held directly, 75,770 restricted stock unit, and 48,458 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 42,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033895 · ownership.xml · nonDerivative · entry 5 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582,780 F5 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest three equal annual installments beginning on March 3, 2026. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 21,981 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033895 · ownership.xml · nonDerivative · entry 4 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540,160 F4 · price: Represents earned portions of the Company granted PSUs issued in 2023 and 2024 pursuant to a Rule 16b-3 plan for which performance has been determined. For the 2023 PSUs, 25% is subject to performance goals related to 2024 performance, which was determined by the Compensation Committee to be achieved on March 3, 2025 and resulted in 17,783 earned stock units. For the 2024 PSUs, 10% is subject to performance goals related to 2024 performance, which was determined by the Compensation Committee to be achieved on March 3, 2025 and resulted in 4,198 earned stock units, subject to additional modification based on the Company's relative total shareholder return at the end of 2026. Earned stock units for the 2023 and 2024 PSUs remain subject to service-based vesting until each of the performance periods related to that PSU's goals is complete, at the close of 2025 and 2026 respectively, and final performance and payout is determined. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 49,033 | $47.54 | $2,331,028.82 |
DisclosureSEC source: 0000950170-25-033895 · ownership.xml · nonDerivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,179 F3 · kind: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 63,947 | $47.54 | $3,040,040.38 |
DisclosureSEC source: 0000950170-25-033895 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 567,212 F2 · kind: Represents earned portions of Company granted PSUs issued in 2022 pursuant to a Rule 16b-3 plan for which performance has been determined. On March 3, 2025, the Compensation Committee determined the achievement of the performance goals for 2024 and 2022-2024, resulting in 34,133 and 29,814 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2022 and 2023, resulting in 30,921 and 15,815 earned stock units. The total earned stock units of 110,683 were delivered on March 3, 2025. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 11,926 | $47.54 | $566,962.04 |
DisclosureSEC source: 0000950170-25-033895 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,265 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:45 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-25-028203 · ownership.xml · derivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,800 Underlying: Common Stock · 25,000 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2024. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2017. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:45 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 25,000 | $50.14 | $1,253,495.00 |
DisclosureSEC source: 0000950170-25-028203 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 515,191 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2024. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $50.00 to $50.43 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 371,527 shares held directly, 70,451 restricted stock unit, and 73,213 earned performance share units with additional service-based vesting. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:45 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 25,000 | $22.35 | $558,750.00 |
DisclosureSEC source: 0000950170-25-028203 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 540,191 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 19, 2024. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · derivative · entry 11 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,900 Underlying: Common Stock · 5,000 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F10 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2019. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,266 | $61.54 | $262,516.42 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 9 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 515,191 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F8 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $61.16 to $62.09 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F9 · balance_after: Includes 371,527 shares held directly, 70,451 restricted stock unit, and 73,213 earned performance share units with additional service-based vesting. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 734 | $60.77 | $44,602.98 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 8 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 519,457 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F7 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $60.16 to $61.15 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 5,000 | $17.65 | $88,250.00 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 7 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 520,191 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · derivative · entry 10 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,900 Underlying: Common Stock · 60,000 shares Expires 2028-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F10 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2019. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 140 | $62.06 | $8,687.99 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 6 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 515,191 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F6 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $61.92 to $62.40 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 984 | $61.08 | $60,104.79 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 5 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 515,331 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F5 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $60.75 to $61.39 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 20,109 | $60.21 | $1,210,758.87 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 4 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 516,315 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $59.62 to $60.57 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 13,081 | $59.17 | $774,036.78 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 536,424 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $58.62 to $59.61 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 25,686 | $58.08 | $1,491,824.90 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 549,505 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $57.62 to $58.61 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 21:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 60,000 | $17.65 | $1,059,000.00 |
DisclosureSEC source: 0000950170-24-124208 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 575,191 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 25, 2024. Read SEC document |
| September 19, 2024 Filed Sep 20, 2024 20:20 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 2,619 | $70.03 | $183,398.36 |
DisclosureSEC source: 0000950170-24-108421 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 515,191 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 27, 2024. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $70.00 to $70.10 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 371,527 shares held directly, 70,451 restricted stock unit, and 73,213 earned performance share units with additional service-based vesting. Read SEC document |
| September 18, 2024 Filed Sep 18, 2024 21:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 2,881 | $70.03 | $201,743.18 |
DisclosureSEC source: 0000950170-24-107865 · ownership.xml · nonDerivative · entry 3 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 517,810 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 27, 2024. F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $70.00 to $70.11 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F5 · balance_after: Includes 374,146 shares held directly, 70,451 restricted stock unit, and 73,213 earned performance share units with additional service-based vesting. Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 21:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,100 | $70.19 | $287,787.61 |
DisclosureSEC source: 0000950170-24-107865 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 520,691 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 27, 2024. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $70.03 to $70.31 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 400 | $70.01 | $28,005.00 |
DisclosureSEC source: 0000950170-24-107865 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 524,791 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 27, 2024. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $70.00 to $70.05 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:26 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 15,321 | $65.25 | $999,660.01 |
DisclosureSEC source: 0000950170-24-098081 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 525,191 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 27, 2024. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $65.02 to $65.63 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F4 · balance_after: Includes 381,527 shares held directly, 70,451 restricted stock unit, and 73,213 earned performance share units with additional service-based vesting. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:26 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,679 | $64.78 | $303,115.45 |
DisclosureSEC source: 0000950170-24-098081 · ownership.xml · nonDerivative · entry 1 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 540,512 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 27, 2024. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $64.49 to $65.00 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| May 16, 2024 Filed May 17, 2024 22:08 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 20,000 | $62.67 | $1,253,496.00 |
DisclosureSEC source: 0000950170-24-061990 · ownership.xml · nonDerivative · entry 2 Leib Daniel · CIK 0001464929 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 545,191 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 13, 2023. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $62.01 to $62.98 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F4 · balance_after: Includes 401,527 shares held directly, 70,451 restricted stock unit, and 73,213 earned performance share units with additional service-based vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.